Department of Labor filing

DODGE & COX

DODGE & COX PROFIT SHARING PLAN AND TRUST · For the plan year ended Dec 31, 2024

Public filing 2024 · received Jul 3, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

100filing comparison
out of 100

The filing signals stronger employer support and/or lower plan-paid administrative costs than many comparable plans. This is a filing comparison, not a complete benefits score.

$Employer support

$40,707

Reported employer contributions per active participant.

Higher than about 100% of comparable plans

#People in the filing

360

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.

¢Visible plan-paid fees

$0 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 99% of comparable plans

↗Investment performance

Not available

Plan assets changed 12.2%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.

What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓

Filing comparison · 2024100out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions100th percentileTypical peer $5,330 · based on 410 comparable plans

Lower reported administrative expense99th percentileTypical peer $118 · based on 398 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Dec 31, 2024, DODGE & COX reported $14,654,375 in employer contributions across the plan and 360 active participants. That works out to $40,707 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy92%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendUp 9.5%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendUp 960.1%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context100/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions: $14,654,375
Participant contributions: $6,572,750
Other contributions: Not reported
Employer share of reported contributions: 69.0%
Beginning assets: $317,137,358
Ending assets: $355,785,616
Ending net assets: $355,785,616
Ending liabilities: Not reported
Total income: $52,264,693
Total expenses: $13,616,435
Administrative expenses: $172
Participant loans: Not reported

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant

2022

$37,180

2023

$38,901

2024

$40,707

Plan-paid administrative expenses per participant

2022

2023

2024

Active participants

2022

319

2023

342

2024

360

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2024	$40,707	360	355.8M	20250703120244NAL0000304515001
2023	$38,901	342	317.1M	20240920154000NAL0008057137001
2022	$37,180	319	268.2M	20230720182638NAL0004753248001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets: Not stated in the filing
Independent accountant’s opinion: Unqualified opinion Code 1
Late participant contributions reported: Not stated in the filing
Public plan identifier: 941441976-002

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: Jan 29, 1960
Industry: Finance and insurance
Amended filing: No
Final filing for this plan: No
Short plan year: No
401(k) feature reported: Yes
Show DOL characteristic codes
2E2G2J2T3H

Reported service providers

Organizations named in the latest filing

The public dataset does not always identify a provider’s exact role. Compensation stays blank when it was not separately reported.

Provider	Plan year	Direct compensation	Indirect compensation
CHARLES SCHWAB & CO. INC. AND AFFIL	2024	Not reported	unknown

Current plan terms

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Filing ACK_ID20250703120244NAL0000304515001

Data sourceDOL Form 5500 bulk data ↗

Filing searchEFAST2 ↗